Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Emil Cear is a financial professional with over 20 years of experience in the industry. Michael is currently registered with Summit Financial, LLC in Parsippany, NJ. Michael has previously worked with Summit Equities, Inc., Northwestern Mutual Investment Services, LLC, Investec Ernst & Company, Worldco, L.L.C. and Global Financial Group, Inc. Michael holds a variety of licenses and certifications, including Series 7, Series 55, Series 63, Series 66 and SIE. Michael has experience working with individuals, high-net-worth individuals, corporations and other businesses, charitable organizations, and pension and profit-sharing plans. Michael is also a Chartered Financial Consultant.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
NJ
01/03/2019 - Present
Summit Financial, LLC (Parsippany NJ)
NJ
09/09/2014 - 09/19/2018
SUMMIT EQUITIES, INC. (PARSIPPANY NJ)
NY
02/28/2002 - 09/09/2014
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (NEW YORK NY)
NY
03/14/2000 - 07/05/2001
INVESTEC ERNST & COMPANY (NEW YORK NY)
NY
08/27/1998 - 05/20/1999
WORLDCO, L.L.C. (NEW YORK NY)
MN
03/10/1998 - 05/20/1998
GLOBAL FINANCIAL GROUP, INC. (MINNEAPOLIS MN)
BOTH
Issued 02/21/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/15/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/1998
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 03/09/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Cear is the right advisor for you? Invested Better is here to help.
